Client Support Administrator / Technical Client Support Specialist

Client Support Administrator / Technical Client Support Specialist

Lordstone Financial Planning is a Partner Practice of St. James’s Place Wealth Management, dedicated to supporting clients in achieving their financial aspirations. With over 70 years of combined experience in professional services, we offer personalized advice and a comprehensive suite of solutions through our affiliation with St. James's Place. Our services cater to the changing needs of our clients, providing in-person and remote consultations for their convenience.

Role Purpose:

To provide administrative support to the Practice to ensure that our relationships with clients can be optimised and assist with the daily operation of the office.

Working arrangements:

• 1 WFH day – remaining days would be in our Manchester office
• Available for full time or Part-time (28 hour contract)
• Salary dependent on experience £24K< (plus company bonuses last year this was 8% of salary, distributed 6 monthly)

Key Duties and Responsibilities:

1. Provide high level technical and administrative support to the Practice;
2. Take ownership of client servicing, including client contact, prep for meetings and any required follow up work;
3. Ensure that files are complete with all required client identification documentation and necessary application forms;
4. Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
5. Process applications accurately and record the required management information;
6. Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;
7. Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
8. Running reports and illustrations and collating key data;
9. Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
10. Progressing applications with product providers, chasing up Letters of Authority;
11. Producing templated client letters and reports.

Person Specification:

Knowledge and experience:

• Previous experience in an office support role would be an advantage but all training will be provided;
• Knowledge of relevant regulation and legislation (desirable);
• Experience of client management systems such as Salesforce (desirable);

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.

Seniority level

Entry level

Employment type

Full-time